Tanglewood Total Wealth Management® is pleased to announce its inclusion on the 2025 CNBC Financial Advisor 100 list, ranking 58th among firms nationwide.¹

Now in its seventh year, the CNBC Financial Advisor 100 list highlights registered investment advisory firms across the United States. The list considers a variety of quantitative and qualitative data supplied by firms, and CNBC does not charge any fees for participation or inclusion.

“We’re proud to continue serving families and institutions with the same commitment to stewardship and care that has guided Tanglewood for more than four decades,” said John Merrill, Founder and President of Tanglewood Total Wealth Management. “Our focus remains on delivering thoughtful guidance and enduring relationships built on trust.”

CNBC’s Financial Advisor 100 list is determined through a blend of data analysis and editorial review.

¹Methodology.

About Tanglewood Total Wealth Management®

Tanglewood is an independently owned, SEC-registered investment advisor located in Houston, Texas. The firm provides professional money management and a full suite of comprehensive wealth planning services to institutional, high net worth, and ultra-high net worth clients. To learn more visit: http://tanglewoodwealth.com

Rankings Disclosure

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